DFS

Discover Financial Services

Delisted

DFS was delisted on the 18th of May, 2025.

837 hedge funds and large institutions have $23.6B invested in Discover Financial Services in 2017 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 227 increasing their positions, 325 reducing their positions, and 60 closing their positions.

Holders
837
Holders Change
+87
Holders Change %
+11.6%
% of All Funds
19.01%
Holding in Top 10
22
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+100%
% of All Funds
0.5%
New
155
Increased
227
Reduced
325
Closed
60
Calls
$160M
Puts
$183M
Net Calls
-$23.4M
Net Calls Change
-$60.3M
Name Market Value Shares Shares
Change
Shares
Change %
SCA
651
Snowden Capital Advisors
New York
$200K 2,601 +2,601 New
WT
652
Whittier Trust
California
$198K 2,573 -15 -0.6%
WAM
653
Wealthspire Advisors (Maryland)
Maryland
$194K 2,527 +410 +19%
FIB
654
First Interstate Bank
Montana
$177K 2,303
FWM
655
Focused Wealth Management
New York
$177K 2,300 +2,300 New
RCC
656
Red Cedar Capital
Nebraska
$154K 2,000 +2,000 New
PWM
657
Perigon Wealth Management
California
$153K 1,989
CCM
658
Covington Capital Management
California
$152K 1,977 +387 +24%
OFS
659
Orrstown Financial Services
Pennsylvania
$139K 1,816
RFM
660
Royal Fund Management
Florida
$136K 1,779
AssetMark Inc
661
AssetMark Inc
California
$126K 1,643 -28,344 -95%
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$124K 1,608 -15,554 -91%
CPIG
663
Chicago Partners Investment Group
Illinois
$122K 1,583 +2 +0.1%
BBA
664
Braun-Bostich & Associates
Pennsylvania
$122K 1,586 +1,586 New
GBT
665
Grove Bank & Trust
Florida
$119K 1,550
OC
666
Oakworth Capital
Alabama
$117K 1,663 -100 -6%
EWM
667
Evercore Wealth Management
New York
$115K 1,490
PAI
668
Pittenger & Anderson Inc
Nebraska
$115K 1,500
VFA
669
Valeo Financial Advisors
Indiana
$112K 1,451 +127 +10%
NSIM
670
North Star Investment Management
Illinois
$111K 1,438
VIA
671
Vantage Investment Advisors
Pennsylvania
$105K 1,359 +168 +14%
CPA
672
Clear Perspective Advisors
Illinois
$104K 1,353
CHP
673
Cable Hill Partners
Oregon
$102K 1,305
SWA
674
Sutton Wealth Advisors
Florida
$100K 1,304
OFW
675
Omnia Family Wealth
Florida
$100K 1,295 +3 +0.2%